Reports

Special Reports are written on topics that affect various aspects of estate planning and the laws that govern it.

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These reports are published by the American Academy of Estate Planning Attorneys and cover a wide-variety of subjects relating to estate planning. Click on a report title to read more or to order a complimentary copy.

Find out the most common reasons why it is important to do estate planning such as avoiding probate, protecting your assets and designating someone who will manage your affairs after your pass away. These are all important matters that should not be ignored.

The question of what will happen to your children without you or their own partner will be answered someday. In preparation for the unexpected and the inevitable, it is important to set up a proper estate plan.

One thing should be clear by now: we do our families and ourselves a great disservice when we fail to plan for every contingency. That’s why a crucial first step in this entire process should be a consultation with an estate planning attorney.

As citizens of a culture that worships youth, most of us find it nearly impossible to admit our own mortality, much less make plans for that eventuality. Denial, however, offers no protection from the inevitable.

For surviving family members, the hours and days following a loved one’s death is no time for weighty decisions. For many Americans, however, this will be the first time they think about the preparations for their loved one’s funeral.

Our firm has found that looking after these financial assets is only a part of planning for passing on your legacy. Typically speaking, non-financial assets are more valued and often omitted when passing an estate to future generations.

Estate planning is an essential part of life and death. In planning for our future and our family’s future, we must take stock of who we are, what our goals are, and how we want our estate distributed.

Terri Schiavo’s voice can still be heard, just in a different manner than before. Want to make sure you have the final say in your life? This report will tell you how the proper estate planning tools can guarantee that your end-of-life decisions are carried out.

Who will care for your pets if you can no longer do so? If you have a dog, cat or other pet, you know that the unconditional love and affection our pets devote to us improve the quality of our lives in ways nothing else can.

The passing of someone close to you is a difficult and emotionally draining time. The last thing you likely want to deal with is the business of settling your loved one’s final affairs. But, if you are a potential executor, it’s one of those things that must be done, and it’s not as horrible as you may have feared.

Americans are some of the most generous givers on the face of the planet. They reach into their pockets and take out their checkbooks on behalf of others more often than any other industrialized nation.

If you or your loved one is a wartime Veteran in need of daily assistance due to any disabling medical condition you may qualify for monetary benefits from the Veterans Administration’s Aid & Attendance Special Pension.

There is so much conflicting information regarding estate planning options, it’s difficult to know whom to trust. Don’t be fooled by the most common myths that have been used to scare the public.

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There's a lot that goes into setting up a comprehensive estate plan, but with our FREE worksheet, you'll be one step closer to getting yourself and your family on the path to a secure and happy future.

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Testimonials

Jim is very professional and knowledgeable. Clearly knows the law and keeps his clients informed about changing laws. We as well as both sets of parents have worked with Jim. All have different needs and he knew what would best serve us all.

Jim: We want to express our sincere appreciation for the great job you did for Harold and myself. Without your help, it is doubtful that we would ever have identified the true magnitude and importance of estate planning. Your expert approach made a formerly difficult task manageable and successful. Thank you!

Bridget D.

I was very impressed with the seminar I went to. I immediately was taken in by the information and trust I felt in deciding to make a follow up appointment to get all my affairs in order. I felt that attorney Miller was very thorough in explaining everything to me and answering all my questions. In the weeks ahead in calling the office, I was also pleased with the employees that took my calls and were totally there for me.

Stephanie

I contacted Mr. Miller to review and make recommendations to my elderly parents estate. My mother has Alzheimer’s and we were afraid that making the changes would upset her and make her angry. Mr. Miller’s made the presentation expertly and without question as to why the changes were necessary.